See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,502 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $39,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,459 | $53,165-20.1% | $86,188-50.7% | $74,419-42.9% |
| Participation rate | 85.5% | 64.9%+20.7pp | 69.0%+16.6pp | 70.7%+14.8pp |
| Annual return | 20.64% | 22.64%-2.0pp | 1168.45%-1147.8pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,693 | $1,210+122.6% | $2,380+13.1% | $2,637+2.1% |
| Participant deferral / active EE | $4,758 | $3,234+47.1% | $3,985+19.4% | $4,528+5.1% |
| Admin fee / account holder | $226 | $551-59.0% | $6,852-96.7% | $348-35.0% |